What’s included

Our self assessment tax return service can cover the key reporting, tax and advice points you need.

  • Preparation of your self assessment tax return
  • Review of income and allowable expenses
  • Reporting salary, dividends and benefits
  • Sole trader income and expenses
  • Rental income reporting
  • Capital gains reporting where required
  • Advice on tax payments and payments on account
  • Clear explanation of your tax position

Who this is for

This service is suitable for individuals who need support preparing and submitting a personal tax return, especially where they want clear advice rather than simply having figures entered onto a form.

  • Company directors
  • Sole traders
  • Landlords
  • Individuals with dividend income
  • Start-ups
  • People with side income
  • People who want help understanding HMRC tax requirements


More than just filing a tax return

Many tax returns are prepared close to the deadline, with little explanation of what the figures mean. We aim to provide a clearer and more useful service.

We help you understand what has been included, what tax is due and whether there are any planning points to consider for the future.

That might include payments on account, allowable expenses, dividend planning, rental income records or making sure you are better prepared for the next tax year.

Clear explanations

We explain your tax return in plain English so you understand what has been reported and what tax is due.

Deadline support

We help you stay organised and avoid unnecessary last-minute stress around HMRC deadlines.

Planning ahead

Where possible, we help you understand future tax payments and any planning points before they become a surprise.


How it works

1. Tell us about your income

We start by understanding your income sources, such as employment, dividends, self-employment, rental income or other taxable income.

2. We confirm what information is needed

We let you know what records and documents are required to prepare your tax return accurately.

3. We prepare and explain the return

We prepare your self assessment tax return, calculate the tax due and explain the key points clearly.

4. We submit to HMRC

Once you are happy, we submit the return to HMRC and confirm the payment deadlines.


Need help with your self assessment tax return?

If you want your tax return handled clearly and efficiently, with practical advice rather than last-minute filing, get in touch today.

Tell us a little about your situation and we’ll come back to you with the next steps.